See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $93,717 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,105 |
DASZKALBOLTON1 year Service code 50 · EIN 65-0406502 | Direct Payment | $5,000 |
ALGER5 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 04-3106135 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2718215 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,832 | $93,131+1.8% | $106,548-11.0% | $86,799+9.3% |
| Participation rate | 61.1% | 81.4%-20.3pp | 76.1%-15.0pp | 72.3%-11.1pp |
| Annual return | 12.71% | 19.45%-6.7pp | 26.80%-14.1pp | 97.91%-85.2pp |
| Employer contribution / active EE | $2,198 | $2,895-24.1% | $2,819-22.0% | $2,405-8.6% |
| Participant deferral / active EE | $3,073 | $4,708-34.7% | $4,398-30.1% | $4,131-25.6% |
| Admin fee / account holder | $740 | $145+410.3% | $7,407-90.0% | $170+336.7% |